Fancy Financial, Inc.

4.5

• (1 reviews)

13135 W Linebaugh Avenue, suite 102, Westchase, Florida 33626

6.22

13135 W Linebaugh Avenue, suite 102, Westchase, Florida 33626

6.22

Directions

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Website

Overview

Hi! My name is Mandie Whitlow, and I'm a CPA and financial advisor. I founded Fancy Financial to help small entrepreneurially focused businesses.

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

LGBTQ+ friendly

Onsite services

Identifies as women-owned

Appointments recommended

Appointment required

Online appointments

Reviews

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4.5

1 reviews

Overall

4.5

Pricing

4.8

Quality

4.2

Innovativeness

4.9

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Synergy AI assistant

Mon, Feb 23, 2026

4.5

This location is a great place to visit for financial services. The team, led by Mandie Whitlow, is very welcoming and knowledgeable about all the financial aspects of running a business. They offer a wide range of services, from accounting to financial planning. The office is wheelchair accessible, making it easy for everyone to visit.The staff is also very understanding and supportive, which is a big plus. It's clear that they're passionate about helping small businesses succeed. They use a variety of methods to help, including online appointments and onsite services.One thing to keep in mind is that appointments are recommended, so it's best to plan ahead. But overall, this location is a great resource for anyone looking for financial guidance. The owner's focus on small businesses is evident in the way they work with clients. The location is also part of a larger company, Fancy Financial, Inc.The services are available during regular working hours, Monday through Friday.